Tip: Using EC2 role-based authentication is recommended by AWS. For more information, see https://docs.aws.amazon.com/IAM/latest/UserGuide/best-practices.html#use-roles-with-ec2.

Tip: If you want to use EC2 roles at a later time, you can just apply AWS policies to the empty role you created here. Additional configuration is required in the platform to use this role.

Tip: The following may be applied to other deployments of the

Desktop Requirements

• All desktop users of the platform must have the latest version of Google Chrome installed on their desktops.
• All desktop users must be able to connect to the EC2 instance through the enterprise infrastructure.

Sizing Guide

Use the following guidelines to select your instance size:

Pre-requisites

Before you install the platform, please verify that the following steps have been completed.

1. EULA. Before you begin, please review the End-User License Agreement. See End-User License Agreement.

2. SSH Key-pair. Please verify that there is an SSH key pair available to assign to the

   D s node

   .

Additional pre-requisites for EC2 installation

If you are installing the product through EC2, please verify that the following additional requirements are met:

1. IAM policies. Create IAM policies for access to the S3 bucket. Required permissions are the following: 

   • The system account or individual user accounts must have full permissions for the S3 bucket:

     Code Block
     Delete*, Get*, List*, Put*, Replicate*, Restore*

   • These policies must apply to the bucket and its contents. Example:

     Code Block
     "arn:aws:s3:::my-trifacta-bucket-name" "arn:aws:s3:::my-trifacta-bucket-name/*"

   • See https://console.aws.amazon.com/iam/home#/policies
2. EC2 instance role. Create an EC2 instance role for this policy. See https://console.aws.amazon.com/iam/home#/roles.

Install Steps - CloudFormation template

This install process creates the following:

• D s node

  on an EC2 node
• S3 bucket
• IAM roles and policies to access the S3 bucket from the

  D s node

Steps:

1. In the Marketplace listing, click Deploy into an existing VPC.
2. Select Template: The template path is automatically populated for you.
3. Specify Details:

   1. Stack Name: Display name of the application

      Info
      NOTE: Each instance of the D s platform should have a separate name.

   2. Instance Type: Please select the appropriate instance depending on the number of users and data volumes of your environment. For more information, see the Sizing Guide above.

   3. Key Pair: Select the SSH pair to use for

      D s item
      item Instance

      access.

   4. Allowed HTTP Source: Please specify the IP address or range of address from which HTTP/HTTPS connections to the application are permitted.

   5. Allowed SSH Source: Please specify the IP address or range of address from which SSH connections to the application are permitted.

4. Options: None of these is required for installation. Specify your options as needed for your environment.
5. Review: Review your installation and configured options.
   1. Select the checkbox at the end of the page.
   2. To launch the configured instance, click Create.
6. In the Stacks list, select the name of your application. Click the Outputs tab and collect the following information. Instructions in how to use this information is provided later.
   

    

   Parameter	Description	Use
   TrifactaUrl value	URL and port number to which to connect to the D s item item application	Users must connect to this IP address and port number to access.
   TrifactaBucket	The address of the default S3 bucket	This value must be applied through the application.
   TrifactaInstanceId	The identifier for the instance of the platform	This value is the default password for the admin account. Info NOTE: This password must be changed immediately.

7. When the instance is spinning up for the first time, performance may be slow. When the instance is up, please navigate to the TrifactaUrl location:

   Code Block
   http://<public_hostname>:3005

8. When the login screen appears, enter the following:
   1. Username: admin@trifacta.local

   2. Password: (the TrifactaInstanceId value)

      Info
      NOTE: As soon as you login as an admin for the first time, you should immediately change the password. In the left side bar, click the Settings menu at the bottom. Then, click Settings > User Profile. Change the password and click Save to restart the platform.

9. From the application menu, select the Settings menu. Then, click Settings > Admin Settings. 
10. In the Admin Settings page, you can configure many aspects of the platform, including user management tasks, and perform restarts to apply the changes.

    1. In the Search bar, enter the following:

       Code Block
       aws.s3.bucket.name

    2. Set the value of this setting to be the TrifactaBucket value that you collected from the Outputs tab.

11. The following setting must be specified.

    Code Block
    "aws.mode":"system",

    You can set the above value to either of the following:

    aws.mode value	Description
    system	Set the mode to system to enable use of EC2 instance-based authentication for access.
    user	Set the mode to user to utilize user-based credentials. This mode requires additional configuration.

    Details on the above configuration are described later.

12. Click Save.

13. When the platform restarts, you can begin using the product.

Install Steps - EC2 instance

1. Launch 

   D s product
   product awsm

    using the AWS AMI ID for the product.
2. In the EC2 Console:
   1. Instance size: Select the instance size.
   2. Network: Configure the VPC, subnet, firewall and other configuration settings necessary to communicate with the instance. 
   3. Auto-assigned Public IP: You must create a public IP to access the 

      D s platform

      .
   4. EC2 role: Select the EC2 role that you created.

   5. Local storage: Select a local EBS volume. The default volume includes 100GB storage.

      Info
      NOTE: The local storage environment contains the D s item item databases , the product installation, and its log files. No source data is ever stored within D s product product awsm .

   6. Security group: Use a security group that exposes access to port 3005, which is the default port for the platform. 
   7. Create an AWS key-pair for access:This key is used to provide SSH access to the platform, which may be required for some admin tasks. Save key file to your local computer for later use.
   8. Save your changes.

3. Launch the configured version of 

   D s product
   product awsm

   .

   Info
   NOTE: From the EC2 Console, please acquire the instanceId, which is needed in a later step.

4. When the instance is spinning up for the first time, performance may be slow. When the instance is up, please navigate to the following:

   Code Block
   http://<public_hostname>:3005

5. When the login screen appears, enter the following:
   1. Username: admin@trifacta.local


   2. Password: (the instanceId value)

      Info
      NOTE: As soon as you login as an admin for the first time, you should immediately change the password. Select the User Profile menu item in the upper-right corner. Change the password and click Save to restart the platform.

6. From the application menu, select Settings menu > Admin Settings. 
7. In the Admin Settings page, you can configure many aspects of the platform, including user management tasks, and perform restarts to apply the changes.

   1. In the Search bar, enter the following:

      Code Block
      aws.s3.bucket.name

   2. Set the value of this setting to be the bucket that you created for 

      D s product
      product awsm

      .

8. The following setting must be specified.

   Code Block
   "aws.mode":"system",

   You can set the above value to either of the following:

   aws.mode value	Description
   system	Set the mode to system to enable use of EC2 instance-based authentication for access.
   user	Set the mode to user to utilize user-based credentials. This mode requires additional configuration.

   Details on the above configuration are described later.

9. Click Save.

10. When the platform restarts, you can begin using the product.

SSH Access

If you need to SSH to the

ssh -i <path_to_key_file> <userId>@<tri_node_DNS_or_IP>

<path_to_key_file>

<tri_node_DNS_or_IP>

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